BMO · 8 hours ago
Senior Investment Portfolio Manager -Wealth Management
Indianapolis, IN, USA
Full-time
Onsite
Mid, Senior Level
$92K/yr - $171K/yr
7+ years expBMO is a leading financial institution committed to creating positive change for customers and communities. They are seeking a Senior Investment Portfolio Manager who will provide high-quality sales and service to investment clients, ensuring compliance and delivering exceptional client experiences through strategic leadership and collaboration.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction
Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies
Develops investment proposals and participates in meetings with prospects/clients
Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group
Acts as a subject matter expert on relevant regulations and policies
May network with industry contacts to gain competitive insights and best practices
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
Helps determine business priorities and best sequence for execution of business/group strategy
Conducts independent analysis and assessment to resolve strategic issues
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Acts as the prime subject matter expert for internal/external stakeholders
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Defines business requirements for analytics & reporting to ensure data insights inform business decision making
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards
Monitors and tracks performance, and addresses any issues
Designs and produces regular and ad-hoc reports, and dashboards
Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform
Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations
Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives
Leads the development of the communication strategy focusing on positively influencing or changing behaviour
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution
Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines
May provide specialized support for other internal and external regulatory requirements
Oversees the design, development, and implementation of tools and training required to deliver business results
Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions
Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements
Leads/supports contract negotiations with vendors, balancing cost, risk and performance
Leads/participates in the design, implementation and management of core business/group processes
Develops and manages a business/group program
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences
Performs sales & service support activities as required to meet client needs and maintain overall service levels
Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports
Meets high-quality service standards to maximize relationship retention and growth
Develops rapport and instills confidence with the client to develop credibility and earn their trust
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
Implements changes in response to shifting trends
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
In-depth / expert understanding of portfolio management principles and asset mix determination
In-depth / expert understanding of fiduciary law and applicability to trust investment accounts
In-depth / expert knowledge of equity and fixed income markets
In-depth / expert understanding of tax-related issues affecting investments
In-depth / expert knowledge of the regulatory environment
Seasoned professional with a combination of education, experience and industry knowledge
Verbal & written communication skills - In-depth / Expert
Analytical and problem solving skills - In-depth / Expert
Influence skills - In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert
Preferred
MBA or Finance certification preferred
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
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